Jayson Galecio plays a vital role at Smart Life Financial as an appointment setter. His responsibilities include following up with clients prior to their meetings, to make sure they understand the purpose of their visit and the goals of founder, Scott Borhauer, and the team. By optimizing Scott’s time and sending timely reminders, Jayson helps maintain strong relationships and enhances the overall client experience.
With nine years of experience in the call center industry, Jayson has a strong background in sales and customer service. He is skilled at building trust and connections with clients, emphasizing the importance of insurance in helping secure their future and that of their families. He is passionate about helping clients understand how Smart Life Financial can help strengthen their financial foundation. Jayson finds fulfillment in knowing that his work contributes to helping clients achieve their retirement goals, particularly for those who have dedicated their lives to public service.